See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,969 | $57,354-46.0% | $83,848-63.1% | $64,186-51.8% |
| Participation rate | 41.7% | 68.6%-26.9pp | 76.1%-34.5pp | 69.6%-27.9pp |
| Annual return | -0.76% | 11.38%-12.1pp | 850.88%-851.6pp | 7.63%-8.4pp |
| Employer contribution / active EE | $1,092 | $2,545-57.1% | $3,631-69.9% | $2,381-54.1% |
| Participant deferral / active EE | $2,544 | $2,993-15.0% | $4,082-37.7% | $3,470-26.7% |
| Admin fee / account holder | $46,130 | $4,046+1040.2% | $5,478+742.1% | $4,888+843.7% |